Awoye Capital, LLC fees and pricing
Financial planner in Bay Shore, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 25, 2026, Awoye Capital, LLC charges a flat or project fee of $250-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $250-$10,000
“ONE-TIME FINANCIAL PLANNING AND CONSULTING Awoye Capital charges a fixed fee between $250 and $10,000 for financial planning based on complexity and the Client’s unique situation.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Awoye Capital, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly in advance based on the amount of assets managed as of the close of business on the last business day of the previous month.”
- “If margin is utilized, the fees will be billed based on the net asset value of - 4- the account.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
How Awoye Capital, LLC’s fees compare
- Its flat or project fee of $250-$10,000 spans the New York median of $4,500. 58% of the 251 other New York planners that publish a flat or project fee charge less.
About Awoye Capital, LLC
- Principal: Jordan Awoye
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2019 (7 years).
Planning areas mentioned in the brochure
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 31
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, educational seminars and workshops, and other services
- Assets managed
- $2,131,183
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 312286
- Phone
- (631) 398-7452
Other planners in Bay Shore that publish fees
- Voltz Asset Management Inc.Bay Shore$250/hr
- 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
- Abaya Wealth Management LLCBuffalo$2,000-$5,000
- Abby Advisors LLCDobbs Ferry$250/hr, $500
- Abernathy Group II LLCNew York$750/hr, $1,000/yr
- About Time Financial PlanningRochester$1,000-$2,000, $700-$3,200/qtr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.